Unclaimed
Sheilah Catherine Lynch is a financial advisor with Thrivent Investment Management Inc. located in Minneapolis, MN. Sheilah has been in the financial services industry since 2007. Sheilah specializes in financial planning and portfolio management for individuals. Sheilah is a registered representative of FINRA and a registered investment advisor representative in Colorado. Sheilah is also a registered representative of Thrivent Investment Management Inc., which is registered with the SEC. Sheilah is also a registered investment advisor representative in Colorado. Sheilah is also a registered representative of Thrivent Investment Management Inc., which is registered with the SEC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
12/09/2022 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
WI
09/27/2007 - 03/14/2013
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
BOTH
Issued 12/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/28/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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